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ASML Holding NV (ASML NA)
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200
Analysis
Information Technology
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Netherlands
ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients world wide.
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bearish
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Lam Research
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05 May 2024 15:00
LRCX. Mounting Tailwinds Bode Well For 2025 & Beyond
Q124 revenues $3.79 billion, flat QoQ and YoY. Current quarter revenue guide also flat. China revenues up 2 points to 42%. I can see this becoming...
William Keating
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288 Views
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bullish
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Luxshare Precision Industry
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29 Apr 2024 17:11
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Syndicated
Tech Supply Chain Tracker (29-Apr-2024): Apple expands supply chain in Southeast Asia, led by Vietnam.
Apple diversifies supply chain to Southeast Asia, MediaTek aims for market share growth in China, US probe into China's RISC-V role could impact...
Tech Supply Chain Tracker
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249 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
16 Apr 2024 20:46
Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to Growth; TSMC & ASML Results
Apple supply chain names are dropping due to weak iPhone shipments, while global PC shipments are growing. TSMC and ASML results will be crucial...
Vincent Fernando, CFA
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377 Views
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bullish
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iShares MSCI Emerging Markets
•
11 Apr 2024 00:16
Long-Term Breakouts for Emerging and Frontier Markets; Treasury Yields and Commodities Rising YTD
Long-Term Breakouts for Emerging and Frontier Markets $EEM $FM; Bullish Outlook Intact on $SPX $QQQ; Treasury Yields and Commodities Rising YTD has...
Vermilion Research
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321 Views
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bearish
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Kokusai Electric
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03 Apr 2024 14:53
Kokusai Electric (6525 JP): The US$4.8 Billion Lock up Expiry
Kokusai’s 180-day IPO lock-up period for 71% of outstanding shares expires on 22 April. Kokusai trades at a material premium to peer multiples and...
Arun George
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651 Views
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